View and work with Account boards

Who can use this: Any team member

Available on: Gong Forecast Forecast Essentials

Ideal for: Sales rep, Sales manager, RevOps

Required permissions: Account boards access

From the account board, you can filter and sort accounts, update CRM fields directly, and open the Account panel to review activity and context for any account.

Navigate and filter your board

Focus the board on the accounts and time frame relevant to your review with these controls. Each control works independently.

To navigate and filter your board:

1. From the left sidebar, click Revenue, and select Accounts.

2. Set any of the following controls to focus the board on the accounts you need:

   • Switch boards: Click the board name at the top and select a board from the list.

   • Change whose accounts appear:

     1. (Optional) Click + Select multiple teams or members to view more than one at once.

     2. Click the selector next to your name.

     3. Select a team member or team.

     4. Click APPLY.

   • Filter by date: Select a preset or custom date range from the date control. Available only when the board includes a date field.

   • Add an ad hoc filter: Click + Add filter, select a field, and set the condition. Filter fields are CRM or Gong fields. Filters apply across all tabs on the board.

   • Sort: Hover over a column header and click the arrow that appears.

   • Change accounts per page: Click the page-size selector at the bottom of the board, and select 10, 20, or 50.

Note:

The board opens on the last board you viewed.

Note:

Each tab on the board shows a different group of accounts based on saved filter logic. Each tab shows aggregated metrics for its group. Switching tabs changes which accounts are shown, not which filters are applied. Ad hoc filters you add narrow the results within whichever tab is active.

Tip:

To see the filter logic that defines which accounts appear on a tab, hover over the ? icon on the tab header.

View the Activity timeline

If the board has Activity columns, each cell shows recent calls, emails, meetings, and other interactions captured in Gong. Click a cell to see all past and scheduled activity.

Update CRM fields from the board

Edit CRM field values directly from the board without leaving the account list. Changes write back to your CRM immediately.

Required permissions:

Update CRM fields in Gong

To update a CRM field:

1. From the left sidebar, click Revenue, and select Accounts.

2. Click the cell in the account row you want to edit.

3. Enter the new value or select from the available options.

4. Press Enter to save the change.

5. (If prompted) Log in to your CRM.

A checkmark appears when the update has been written to your CRM.

Note:

The new value shows with a spinner while saving, then a checkmark that disappears after a couple of seconds. If the edit fails, you see an error marker and a message. Errors come back from the CRM.

Inline editing is supported for Salesforce, HubSpot, and Dynamics 365. For HubSpot, your own HubSpot field permissions apply. Some Dynamics 365 fields have editing restrictions. Multi-select picklist and reference fields are read-only, and only CRM fields can be edited.

Use the Account panel

The Account panel gives you account context without navigating away from the board. Open it for any account to drill down into the account's activity, deals, briefs, and CRM fields.

To use the Account panel:

1. From the left sidebar, click Revenue, and select Accounts.

2. Click any account name or activity cell.

3. Click the tab you need:

   • Overview: Account details, open and recently closed deals, and an AI brief entry point.

   • Activity: Interactions with the account across calls, emails, and meetings. Filter by activity type or tracker.

   • Briefs: AI-generated account summary. Click Change brief to select a different brief type, scope, or time period.

   • To-dos: Tasks linked to this account. Requires Gong Engage.

   • Notes: Team notes for the account. Requires Gong Engage.

   • CRM: CRM fields for the account. Click Show/Hide fields to adjust which fields are visible. Requires Gong Engage and the Update CRM fields in Gong permission to edit fields.

4. (Optional) Click Assistant in the panel header to ask a question about the account or its deals.

5. (Optional) Click Go to account at the top of the panel to open the full Account console. It opens in a new tab.

Learn more about the Account console.

Frequently asked questions